+1,178.9%
MSTR vs FIVN
+318.5%
+860.4%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.4% | +1.0% | -0.6% |
| 7D | +12.2% | -2.3% | +14.5% | +13.2% |
| 30D | +45.2% | +12.4% | +32.8% | +38.9% |
| 3M | +10.4% | +36.0% | -25.6% | -1.6% |
| 6M | -2.5% | +86.0% | -88.5% | -23.4% |
| YTD | -6.0% | +65.9% | -72.0% | -23.9% |
| 1Y | -56.4% | +26.5% | -82.9% | -61.5% |
| 3Y | +306.3% | -54.2% | +360.5% | +372.5% |
| 5Y | +100.5% | -80.5% | +180.9% | +185.0% |
| 10Y | +741.1% | +109.6% | +631.4% | +692.3% |
| All | +1,178.9% | +318.5% | +860.4% | +933.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded FIVN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling